Financial Advisor

I'm located at
101-1199 Cedar Ave.
Trail, BC

Serving the Trail Area

Ph:  250.368.2745
Email me

Heather Zanussi

A dream written down with a date becomes a GOAL.  A goal broken down into STEPS becomes a plan.  A plan backed by ACTION makes your dreams come true.  Proper planning is the process of organizing YOUR goals, planning the steps to realize those goals, then putting YOUR plan into action.  No cookie cutter approach here!!

With a plan in place, it teaches you self-constraint or how to postpone frivolous spending when you have a bigger picture in mind. Think of grocery shopping when you’re hungry - you tend to put things in the cart you wouldn’t if you weren’t hungry. The same thing happens with your finances.  You spend on things you didn’t plan on buying! My passion is to help members identify their goals and assisting them with their plan to successfully achieve those goals.

A long time Kootenay resident I love the rural Kootenay lifestyle.  We’ve raised our family here and look forward to many more years in this beautiful area.  What a great place to celebrate the importance of family, friends and community.

As a Kootenay Savings Financial Advisor, with over 17 years in the financial services industry, I look forward to helping you with your action plan!

 

Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.